Integrated Wealth Management Management Team
Summary
Integrated Wealth Management is a private company that has been in the industry for 31 years. The company currently specializes in the Financial Services, Facilities Management Services, Management Consulting Services, Business Support Services areas. The position of the President & CEO is occupied by James Casey. Its headquarters is located at Palm Desert, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Integrated Wealth Management varies between 5.0M and 25M. To connect with Integrated Wealth Management employee register on SignalHire.
Organization Website | IWMgmt.com |
Social Links |   |
Phone Number | 760-834-7200 |
Industries | |
Headquarters Location | 74245 Highway 111, Palm Desert, California, 92260 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, 401(k) Plan Design and Administration, Retirement Planning, Estate Planning, Foundations and Non Profit Groups |
SIC Code | 8744, 8742, 7380 |
DMA Code | Palm Springs Metropolitan Area |
Founded | 1995 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Integrated Wealth Management shows a diverse range of experience levels:
3% have been with the company for less than 1 year7% for 1–2 years7% for 3–4 years10% for 5–7 years14% for 8–10 years59% have over 11 years of service at Integrated Wealth Management
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